At the heart of their practice is the father-son team of Neal and Connor Walton. With over 35 years of combined experience at Merrill, they bring deep industry knowledge, seasoned perspective, and a legacy of trusted client relationships. As the world around us evolves, The Walton Group adds a modern, goals-based approach to planning - combining fresh insight with a strong foundation.
Together, Neal and Connor offer a multi-generational perspective that allows them to connect meaningfully with clients across all life stages. Their Mission is to empower individuals and families to achieve their financial goals through individualized planning, customized portfolio strategies, and a long-term commitment to putting the interests of our clients first. Whether you're just getting started or planning your legacy, Neal and Connor are here to help guide you with clarity, trust, and confidence.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
